Market Watcher: Markets have memories

Loading player...
Chantal Marx of FNB Wealth and Investments unpacks the US 30-year Treasury yield surpassing the 5% threshold and the history behind the 2008 financial crisis. She delves into AI stocks taking a hit and the JSE performing weaker today, the impact of the US-Iran conflict on markets and inflation and how prolonged uncertainty has affected oil prices. She also shares her expectations for the upcoming inflation print and the interest rate decision later this month.

Chantal Marx – head of investment research, FNB Wealth and Investments
19 May 1PM English South Africa Business · News

Other recent episodes

[FULL SHOW] Pepkor's fintech acquisition, NEV jobs, and the future of African tourism

This evening, we unpack the latest market movements with Otto1890, discuss Pepkor's landmark fintech acquisition with the FinTech Association of South Africa, examine the future of new energy vehicles (NEVs) and job security with Naacam, explore tourism trends across Africa with MSC Cruises South Africa, and, in our Executive Lounge,…
22 Jul 1PM 54 min

Market Watcher: Markets on a coalition course

David Shapiro of Otto1890 discusses South Africa's inflation spike, the prospect of another interest rate hike, global market trends, the US earnings season, the AI rally, higher oil prices and the rand's resilience.
22 Jul 1PM 12 min